Native Integration with HubSpot: Deal-to-Invoice and Invoice Collections Automation

Monk's native HubSpot integration turns closed-won deals into contracts, generates invoices on schedule, and powers intelligent collections—all while keeping your CRM as the source of truth for sales. Stop copying deal data into spreadsheets. Start billing faster.

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How the HubSpot + Monk Integration Automates Your Billing Workflow

Deal-to-Contract Automation: When deals move to your "won" stage, Monk automatically creates contracts with the right billing terms, frequencies, and amounts—all pulled from your HubSpot deal properties. Map your custom properties once, and every future deal flows through without manual re-entry.

Company & Contact Sync: HubSpot Companies become Monk customers. Contacts sync with email preferences and roles intact, so your collections outreach reaches the right people. Your sales data powers your AR workflow.

Automatic Invoice Generation: Monk generates invoices based on your contract terms: monthly, quarterly, or annual billing—whatever your deal specifies. Line items, discounts, taxes, and fees all come through correctly. No more manual invoice creation from deal data.

HubSpot Invoice Sync: Already using HubSpot invoices? Monk syncs them directly. When invoice status changes to OPEN, Monk creates the corresponding AR record. When marked PAID in HubSpot, Monk records the payment automatically.

What Makes Monk Different

Full AR Workflow, Not Just Data Sync: Unlike simple integrations that just move data, Monk delivers the complete workflow: deal sync, contract creation, invoice generation, intelligent collections, and ERP sync. One platform from deal to cash.

Intelligent Collections Built-In: Your HubSpot deal and contact data powers personalized collections outreach. our AI agent automatically follows up on overdue invoices via email and Slack—using customer context from HubSpot to craft relevant messages. No separate collections tool needed.

Flexible Property Mapping: Map any HubSpot deal properties to Monk billing fields: invoice start date, billing terms, frequency, contract length. Your HubSpot configuration, your billing rules.

Pipeline Stage Control: Configure exactly which deal stages trigger contract creation and which trigger termination. Full control over your deal-to-billing workflow without rigid assumptions.

Common Use Cases We Support

Sales-led SaaS companies billing from closed-won HubSpot deals
Service businesses generating invoices from deal line items
Recurring revenue teams with monthly, quarterly, or annual billing cycles
Finance teams tired of copying deal data into billing systems
Account managers needing collections to understand deal context

Answers to Questions You May Have

What HubSpot data syncs to Monk?
Deals, Companies, Contacts, Invoices, Line Items, Discounts, Taxes, and Fees. We pull all the billing-relevant data from your deals and invoices.

Can I control which deals trigger billing?
Yes. Configure deal pipeline stages: set which stages create contracts and which terminate them. Only the stages you choose trigger Monk actions.

How do I map my custom deal properties?
In the HubSpot integration settings, map your custom properties (like "Invoice Start Date" or "Billing Frequency") to Monk's billing fields. Configure once, apply to all deals.

What if I already use HubSpot invoices?
Monk syncs HubSpot invoices directly. When an invoice becomes OPEN, we create the AR record. When it's marked PAID, we record the payment.

Does this work with HubSpot discounts?
Yes. Both flat discounts (as negative line items) and percentage discounts sync correctly to your Monk invoices.